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Duke Energy
DUK

Overview Fund Activity

2,176 hedge funds and large institutions have $55B invested in Duke Energy in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 882 increasing their positions, 724 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,176
Holders Change
+124
Holders Change %
+6.04%
% of All Funds
28.96%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.31%
New
271
Increased
882
Reduced
724
Closed
117
Calls
$495M
Puts
$414M
Net Calls
+$80.4M
Net Calls Change
-$79M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$443M
2
BlackRock
BlackRock
New York
+$226M
3
Millennium Management
Millennium Management
New York
+$168M
4
ECM
ExodusPoint Capital Management
New York
+$164M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$123M

Top Sellers

1
PFA
Pathway Financial Advisers
Indiana
-$724M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$497M
3
GQG Partners
GQG Partners
Florida
-$467M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$187M
5
Bank of America
Bank of America
North Carolina
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDP
501
Financiere des Professionnels
Quebec, Canada
$3.81M – – –
SYBT
502
Stock Yards Bank & Trust
Kentucky
$3.8M +$22.9K +213 +0.6%
SAM
503
Strategy Asset Managers
California
$3.79M +$42K +390 +1%
CAG
504
Csenge Advisory Group
Florida
$3.77M +$430K +3,993 +13%
PA
505
Pinnacle Associates
New York
$3.76M +$718K +6,661 +24%
MIM
506
Marco Investment Management
Georgia
$3.74M -$32.3K -300 -0.9%
PAM
507
Pegasus Asset Management
New York
$3.72M +$19.2K +178 +0.5%
IA
508
IFG Advisory
Georgia
$3.71M +$26.5K +246 +0.7%
SAMC
509
Spectrum Asset Management (California)
California
$3.7M +$15.5K +144 +0.4%
AUB
510
Atlantic Union Bankshares
Virginia
$3.69M +$18.7K +174 +0.5%
LCM
511
Logan Capital Management
Pennsylvania
$3.65M +$72K +668 +2%
BTI
512
Blue Trust Inc
Georgia
$3.65M +$1.4M +13,013 +62%
MCB
513
Morton Community Bank
Illinois
$3.64M +$61.8K +574 +2%
SB
514
Simmons Bank
Arkansas
$3.64M +$137K +1,268 +4%
GCM
515
Graham Capital Management
Connecticut
$3.64M -$4.49M -41,691 -55%
DW30
516
Drucker Wealth 3.0
New Jersey
$3.63M -$90.7K -842 -2%
LSA
517
L & S Advisors
California
$3.63M +$1.47M +13,617 +68%
IC
518
IEQ Capital
California
$3.62M -$2.11M -19,618 -37%
CAM
519
Close Asset Management
United Kingdom
$3.6M – – –
KA
520
Keene & Associates
Texas
$3.58M +$35.9K +333 +1%
RFM
521
Royal Fund Management
Florida
$3.58M +$64.7K +593 +2%
Lido Advisors
522
Lido Advisors
California
$3.57M +$240K +2,223 +7%
NI
523
Nepsis Inc
Minnesota
$3.57M +$2.54M +39,818 +247%
MFG
524
Merit Financial Group
Georgia
$3.55M +$357K +3,311 +11%
GAG
525
Goodman Advisory Group
Massachusetts
$3.55M -$513K -4,760 -13%
19 20
21
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